Evergreen Capital Management LLC J P Morgan Exchange Traded Fd Transaction History

Evergreen Capital Management LLC

$2.75 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$51.51 - $55.33 $34,099 - $36,628	662 Added 2.1%	32,236 $1.77 Million
Q3 2023 Nov 14, 2023	BUY	$53.5 - $55.92 $29,853 - $31,203	558 Added 1.8%	31,574 $1.69 Million
Q2 2023 Aug 14, 2023	BUY	$53.85 - $55.4 $37,371 - $38,447	694 Added 2.29%	31,016 $1.72 Million
Q1 2023 May 15, 2023	BUY	$52.13 - $55.7 $41,912 - $44,782	804 Added 2.72%	30,322 $1.66 Million
Q4 2022 Feb 14, 2023	BUY	$50.88 - $56.78 $40,144 - $44,799	789 Added 2.75%	29,518 $1.61 Million
Q3 2022 Nov 14, 2022	BUY	$51.23 - $57.83 $49,283 - $55,632	962 Added 3.46%	28,729 $1.47 Million
Q2 2022 Aug 15, 2022	BUY	$52.86 - $62.23 $48,842 - $57,500	924 Added 3.44%	27,767 $1.54 Million
Q1 2022 May 16, 2022	BUY	$58.11 - $63.04 $1.56 Million - $1.69 Million	26,843 New	26,843 $1.65 Million

Others Institutions Holding JEPI

# of Institutions

1,166

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

About J P MORGAN EXCHANGE-TRADED FD

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